JPMorgan Chase & Co Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 |
Visa
V
|
+$4.91B |
| 2 |
Walmart
WMT
|
+$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.75B |
| 4 |
Apple
AAPL
|
+$3.5B |
| 5 |
Amazon
AMZN
|
+$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
+$1.42B |
| 2 |
Eli Lilly
LLY
|
+$1.19B |
| 3 |
TSMC
TSM
|
+$1.05B |
| 4 |
CSX Corp
CSX
|
+$908M |
| 5 |
PayPal
PYPL
|
+$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4176
Investar Holding Corp
ISTR
$222M
| $229K | ﹤0.01% |
13,001
-10,829
| -45% | -$191K |
|
4177
VTEX
VTEX
$764M
| $229K | ﹤0.01% |
45,118
-253,364
| -85% | -$1.28M |
|
4178
Fidelity Investment Grade Bond ETF
FIGB
$241M
| $229K | ﹤0.01% |
+5,316
| New | +$229K |
|
4179
NEOS S&P 500 High Income ETF
SPYI
$5.22B
| $226K | ﹤0.01% |
4,728
-1,966
| -29% | -$94.2K |
|
4180
Centuri Holdings
CTRI
$2.01B
| $226K | ﹤0.01% |
13,783
+933
| +7% | +$15.3K |
|
4181
Greene County Bancorp
GCBC
$400M
| $226K | ﹤0.01% |
9,363
-15,496
| -62% | -$374K |
|
4182
Limoneira
LMNR
$271M
| $225K | ﹤0.01% |
12,686
-25,870
| -67% | -$458K |
|
4183
Lifezone Metals
LZM
$391M
| $224K | ﹤0.01% |
53,537
-79,819
| -60% | -$334K |
|
4184
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$181M
| $223K | ﹤0.01% |
4,455
-555
| -11% | -$27.8K |
|
4185
CorMedix
CRMD
$865M
| $223K | ﹤0.01% |
36,237
-236,981
| -87% | -$1.46M |
|
4186
ALX Oncology
ALXO
$57.8M
| $223K | ﹤0.01% |
357,957
+121,911
| +52% | +$76K |
|
4187
iShares Global ex USD High Yield Corporate Bond ETF
HYXU
$67.3M
| $222K | ﹤0.01% |
+4,513
| New | +$222K |
|
4188
AerSale
ASLE
$416M
| $222K | ﹤0.01% |
29,651
-78,913
| -73% | -$591K |
|
|
ONL
4189
Orion Office REIT
ONL
$162M
| $220K | ﹤0.01% |
102,991
-270,934
| -72% | -$580K |
|
4190
Prospect Capital
PSEC
$1.29B
| $220K | ﹤0.01% |
53,582
+55
| +0.1% | +$226 |
|
|
LGO
4191
Largo
LGO
$112M
| $220K | ﹤0.01% |
136,342
-57,083
| -30% | -$91.9K |
|
4192
iShares Exponential Technologies ETF
XT
$3.61B
| $219K | ﹤0.01% |
3,810
-16,801
| -82% | -$967K |
|
4193
Ranger Energy Services
RNGR
$315M
| $219K | ﹤0.01% |
15,412
-26,741
| -63% | -$379K |
|
4194
Zevra Therapeutics
ZVRA
$408M
| $218K | ﹤0.01% |
29,138
+1,648
| +6% | +$12.3K |
|
4195
International General Insurance
IGIC
$1.04B
| $217K | ﹤0.01% |
8,235
-14,056
| -63% | -$370K |
|
4196
BK Technologies
BKTI
$275M
| $215K | ﹤0.01% |
5,494
-397
| -7% | -$15.6K |
|
4197
Innovator US Equity Buffer ETF February
BFEB
$194M
| $213K | ﹤0.01% |
5,119
+4,959
| +3,099% | +$206K |
|
4198
Dianthus Therapeutics
DNTH
$1.49B
| $212K | ﹤0.01% |
11,683
-446
| -4% | -$8.09K |
|
|
AFCG
4199
AFC Gamma
AFCG
$103M
| $212K | ﹤0.01% |
38,026
-4,956
| -12% | -$27.6K |
|
4200
American Coastal Insurance
ACIC
$532M
| $211K | ﹤0.01% |
18,251
-1,977
| -10% | -$22.9K |
|